Hat tip. "Cake
Steve etc.
Below is a slightly revised BIO etc. for Matt , along with his contact info.
I would stress that whatever anyone’s financial status, they can learn from Matt & nbsp;
Stephen T. Pettise
Steve
Managing Principal
Golden Spike Re sources Group Inc.
323.620.1858
“Only dead fish swim with the stream”
Have you ever considered how wealth, a
nd the enjoyment of that wealth, are connected? Or, as you likely know, tha
t wealth is often thought of as a burden of responsibility and an issue tha
t could possibly ruin your children or grandchildren?
Our speake
r on November 21st is Matt Davis, Chairman of Oakmont Group
based in Houston, Texas. They help their clients answer some of the most d
ifficult questions surrounding wealth.
Their mission for forty years has been to help their clients maximize the enjoyment and impact of their wealth by aligning it with their unique needs and value systems.
They work so
lely in the area of estate planning for some of the wealthiest families and
business owners in America.
Matt is the co-founder of Oakmont g
roup, which serves over fifteen percent of the Forbes four hundred wealthie
st individuals, as well many other high net worth families and business own
ers. From its inception, Oakmont has helped families transition and protect
their wealth.
Oakmont has served as the back office of three of
the major national accounting firms, national banks and law firms and many
of America's largest RIA wealth management firms.
Matt has serv
ed on multiple corporate boards, was the founding shareholder and board mem
ber of the largest and fastest growing insurance startup, which resulted in
a successful exit, returning 78 times on investment in 11 years. In additi
on, he has helped create products for the insurance industry, benefiting&nb
sp;high and ultra-high net worth clients.
Matt is married to Jer
i. Next year, they will celebrate forty years together. They have two grown
children, and one grandchild. He is an avid skier and outdoorsman. He love
s traveling with Jeri, reading, running, working out and spending time with
family and friends at his home in the mountains.
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